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McDonald's
MCD

Overview Fund Activity

3,057 hedge funds and large institutions have $129B invested in McDonald's in 2024 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 1,193 increasing their positions, 1,319 reducing their positions, and 198 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,057
Holders Change
-88
Holders Change %
-2.8%
% of All Funds
44.46%
Holding in Top 10
37
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-33.93%
% of All Funds
0.54%
New
157
Increased
1,193
Reduced
1,319
Closed
198
Calls
$2.83B
Puts
$2.14B
Net Calls
+$695M
Net Calls Change
-$70.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.02B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$837M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$478M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$443M
5
UBS AM
UBS AM
Illinois
+$390M

Top Sellers

1
GFA
Gallagher Fiduciary Advisors
Illinois
-$1.4B
2
Citadel Advisors
Citadel Advisors
Florida
-$585M
3
Bank of America
Bank of America
North Carolina
-$582M
4
DZ Bank
DZ Bank
Germany
-$457M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
JAG
976
Journey Advisory Group
Kentucky
$3.26M +$107K +420 +3%
FIA
977
Foundations Investment Advisors
Arizona
$3.25M +$218K +856 +7%
WJWM
978
Williams Jones Wealth Management
New York
$3.25M -$275K -1,078 -8%
KC
979
Kinloch Capital
Virginia
$3.25M -$29.6K -116 -0.9%
RMCM
980
Reynders McVeigh Capital Management
Massachusetts
$3.24M +$21.4K +84 +0.7%
IA
981
IFG Advisory
Georgia
$3.23M -$212K -832 -6%
HIC
982
Holderness Investments Company
North Carolina
$3.21M +$11.5K +45 +0.4%
DMC
983
Drexel Morgan & Co
Pennsylvania
$3.21M +$111K +437 +4%
RWM
984
Ritholtz Wealth Management
New York
$3.2M -$743K -2,916 -19%
DAS
985
Diversify Advisory Services
Utah
$3.2M -$438K -1,782 -12%
MSAM
986
Moloney Securities Asset Management
Missouri
$3.18M +$89.5K +351 +3%
ACM
987
AlphaStar Capital Management
North Carolina
$3.18M +$161K +630 +5%
HCM
988
Hall Capital Management
Rhode Island
$3.18M +$14.3K +56 +0.5%
HKIM
989
Hayek Kallen Investment Management
Alabama
$3.17M +$19.1K +75 +0.6%
MCWS
990
McKinley Carter Wealth Services
West Virginia
$3.16M +$103K +405 +3%
EWM
991
Empirical Wealth Management
Washington
$3.15M -$185K -727 -6%
FNBTCON
992
First National Bank & Trust Co of Newtown
Pennsylvania
$3.14M -$106K -416 -3%
IC
993
Inscription Capital
Texas
$3.14M -$155K -608 -5%
BB
994
Bell Bank
North Dakota
$3.14M -$760K -2,983 -20%
ACA
995
Anchor Capital Advisors
Massachusetts
$3.12M +$2.56M +10,064 +461%
PDL
996
Portfolio Design Labs
California
$3.12M +$282K +1,107 +10%
FFWA
997
FRG Family Wealth Advisors
Washington
$3.11M -$74.5K -276 -2%
ISB
998
Iowa State Bank
Iowa
$3.11M -$4.84K -19 -0.2%
NF
999
Nikulski Financial
Iowa
$3.11M +$73.1K +287 +2%
MNBTD
1000
Moody National Bank Trust Division
Texas
$3.11M +$42K +165 +1%
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